How Mastercard Is Preparing For The Future Of E-Commerce https://t.co/oQQWYQDs8Y https://t.co/xFcbDS4plf ...

Summary of PDD Holdings Inc 2Q25 Preview Company Overview - **Company**: PDD Holdings Inc - **Industry**: E-Commerce in Asia Pacific Key Financial Metrics - **Expected GMV Growth**: 17% YoY in 2Q25 [1] - **Expected Revenue Growth**: 15% YoY in 2Q25 [1] - **Projected Non-GAAP Net Profit**: Rmb19.5 billion in 2Q25, up from Rmb16.9 billion in 1Q25 [2] - **Interest and Investment Income**: Expected to recover to Rmb3 billion in 2Q25 from Rmb223 million in 1Q25 [4] Core Insights - **Market Positioning**: PDD is better positioned in shelf-based E-Commerce compared to peers focusing on food delivery, which is experiencing intensified competition [1][5] - **Subsidy Strategy**: Continued subsidies to merchants and consumers are expected to impact the take rate, leading to slower OMS growth compared to GMV growth [2] - **Temu's Financial Performance**: Anticipated narrowed loss for Temu to Rmb1.9 billion in 2Q25 from Rmb3.4 billion in 1Q25 due to reduced S&M spending [3] Earnings Estimates Adjustments - **Revenue Estimates**: Increased by 2% for 2025, 8% for 2026, and 12% for 2027 [10] - **Earnings Estimates**: Decreased by 5% for 2025, 6% for 2026, and 4% for 2027 due to the shift to a fully-entrusted model in the US [10] Competitive Landscape - **Rational Competition**: The competition in shelf-based E-Commerce is expected to be more rational, benefiting PDD's supply-side investments [5] - **Lower Comparison Base**: PDD will have a lower comparison base for revenue and profit in 2H25, enhancing its competitive position [5] Valuation and Price Target - **Price Target**: Maintained at US$130, implying a 16x 2025e non-GAAP P/E ratio [6][14] - **Market Capitalization**: Approximately US$144.15 billion [7] Financial Summary - **Total Revenue Projections**: Expected to reach Rmb498.3 billion in 2025, with a gross profit margin of 56.7% [13] - **Net Profit Projections**: Expected to be Rmb75.4 billion in 2025, with a non-GAAP net margin of 19.2% [12][13] Additional Insights - **Interest and Investment Income Volatility**: Significant decline in interest and investment income in 1Q25 attributed to market volatility, with expectations of recovery in 2Q25 [4] - **Long-term Model for Temu**: The fully-entrusted model is projected to account for 41% of Temu's GMV by 2030, indicating a strategic shift in cross-border E-Commerce operations [11] This summary encapsulates the key points from the earnings preview for PDD Holdings Inc, highlighting its financial expectations, competitive positioning, and strategic adjustments in response to market dynamics.

Core Insights - Walmart shares have increased by approximately 8% year-to-date, outperforming the modest rise in the S&P 500, indicating strong market performance and investor confidence [2] - The company is optimistic about its future prospects, particularly regarding potential profit growth in the coming years [2] Group 1: U.S. Consumer Performance - In Q1, Walmart U.S. experienced a 4.5% comparable sales increase, showcasing continued strength in top-line performance [3] - Positive momentum was noted in the grocery and health and wellness sectors, reflecting consumer engagement with seasonal events [3] - There was some weakness in the general merchandise category, particularly at the beginning of the quarter, indicating mixed consumer behavior [4]

NEW YORK, March 11, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (Nasdaq: RZLV), a global leader in AI-driven retail and commerce solutions today announces that Daniel M. Wagner, Founder, Chairman, and CEO, will participate in a fireside chat alongside Omar Hijazi, Microsoft’s Americas Industry Leader for Retail, to discuss Rezolve Ai’s partnership with Microsoft and to comment on the “Future of E-Commerce: Will AI Agents Do Your Shopping?” The event is being held at the 37th Annual Roth Conference, taking place at ...